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Our Wealth Management team provides peace of mind, the sleep at night factor, as we manage "real" wealth for successful families and business owners, whose primary objectives are to preserve their hard earned dollars and to earn tax efficient income and growth, and not only for them, but their successors also. Our team excels in partnering with our clients, providing complete wealth management solutions with a level of trust and integrity that truly sets us apart.
"All of our clients benefit from our guidance, direction and expertise, and we trust you will too." – Ed Clayson
Discovering what wealth means to you.
We believe an all-encompassing approach to wealth management starts with an understanding of what wealth really means to you-and what you wish to accomplish with it. From this starting point, our team creates a wealth management strategy that coordinates your multifaceted financial affairs and provides access to an internal team of professional tax, estate, financial planning and high-net worth specialists.
Who we work with.
Our dedicated support team provides financial peace of mind for:
You Have Questions, We Will Listen Our extended wealth management team and I can address the questions you want answered, including:
If you have asked yourself any of these questions, we invite you to learn more about RBC Dominion Securities, our team, and our commitment to our clients. When you are ready to take the next steps, contact us directly at 519-822-2807 or email us at Clayson Wealth Management.
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